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Financial Services Administrator

2 months ago

Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full time

We are seeking a dedicated IFA Administrator to join our esteemed team at Blakemore Recruitment, specializing in Chartered Financial Planning.

KEY RESPONSIBILITIES

  • Serve as the primary liaison among clients, financial advisers, and external product providers.
  • Develop and uphold comprehensive electronic client records.
  • Facilitate the processing of new business applications while ensuring accurate documentation and transaction records.
  • Gather quotations, illustrations, and necessary supporting documents.
  • Compile valuations, reports, and materials for client consultations.
  • Ensure compliance with the firm's established procedures and regulations.
  • Adhere to systematic workflows and templates for efficient task execution.
  • Proactively manage workload to prioritize tasks effectively.
  • Handle incoming correspondence and telephone inquiries.

PERSONAL ATTRIBUTES

  • Commit to enhancing technical knowledge and applying it effectively.
  • Maintain Continuous Professional Development (CPD) records as per the firm's training and development plan.
  • Uphold confidentiality regarding client financial and personal matters.
  • Stay informed about new products and market trends.
  • Exhibit professionalism in all internal and external communications.

QUALIFICATIONS AND SKILLS

  • Engage in ongoing personal development to improve qualifications and skills.
  • Possess a solid understanding of the regulatory landscape.

REQUIRED SKILLS

  • Comprehend the documentation necessary for processing new business, claims, and amendments to existing policies.
  • Demonstrate proficiency in keyboard and computer applications, including Word, Outlook, Excel, and relevant financial software.
  • Exhibit strong communication and interpersonal skills for effective collaboration with colleagues and clients.
  • Possess letter writing skills and the ability to present information clearly.
  • Maintain a high level of organizational skills and attention to detail.
  • Deliver exceptional client service and communication.

KNOWLEDGE BASE

  • Familiarity with the regulatory framework governing financial services.
  • Understanding of various financial products.
  • Experience with investment platforms.
  • Background in the financial services sector.